To The Moon

Can Anthropic Single-handedly Save the Entire AI Industry Chain? SemiAnalysis recently reported that Anthropic is projected to achieve $1 billion in GAAP EBITDA by the third quarter of 2026, translating to a profit margin of approximately 6%. Meanwhile, its Annual Recurring Revenue (ARR) has surged from $9 billion at the end of 2025 to over $60 billion currently. If Anthropic maintains a monthly Net New ARR (NNARR) pace of around $15 billion, its ARR could reach $300 billion by the end of 2027. This would correspond to a $6 trillion enterprise value, making it the most valuable company in the world, according to SemiAnalysis. Anthropic confidentially filed for an IPO on June 1st. Its superior financial metrics and business model suggest it should go public before OpenAI to seize the initia

The Trade After the Trade: When the Hype Fades, Where Does the Money Actually Go? SpaceX made it onto the index. Then it made a different kind of history. The stock's post-inclusion slide has become one of the more talked-about trades of the summer — not because anyone is shocked that a hyped debut pulled back, but because of how fast the crowd moved on.  Meanwhile, the semiconductor names that carried the first half are starting to look tired. Goldman's Tony Pasquariello is flagging sentiment at a 98th-percentile extreme. And Morgan Stanley's Michael Wilson just called semis a silver-like parabolic trade running out of runway.  Neither is calling the AI cycle dead. Both are saying the easy part is over. Falling Like a Rocket...? The excitement around 

Meta Draws Fresh Bullish Options Bets. Is More Upside Ahead? On Tuesday, $Meta Platforms, Inc.(META)$   once climbed more than 4% at its intraday high, outperforming most mega-cap technology stocks. The company officially launched its AI image generation model, Muse Image, and revealed that it is developing Muse Video, further demonstrating its commitment to expanding its AI product ecosystem and reinforcing investor confidence in its long-term AI strategy. Meanwhile, the options market saw several institutional-sized trades, suggesting that smart money continues to position for Meta's performance over the coming weeks. Institutional Positioning Remains Bullish The most notable trade of the day was an

Will SK hynix ADRs Get a TSMC-Like Premium? $SK hynix(SKHY)$   is expected to start Nasdaq trading on July 10. SK hynix's Nasdaq listing is more than just a new ticker. It could become a real-world test of how U.S. investors value one of the most important companies in the AI memory supply chain. The company is already listed in Korea $SK Hynix (000660.KR)$ , so this is not its first public listing. But ADR trading on Nasdaq under the expected ticker $SK hynix (SKHY.US)$ should make it easier for U.S. investors to buy the stock in dollars, compare it with Micron, and follow the HBM story more directly. The TSMC premium playbook $Taiwan Semiconductor Manufacturing(TSM)$  </

SpaceX Liquidity Timeline | Passive Index Inflows & Multi-Stage Lock-Up Expiry Analysis Elon Musk's $Space Exploration Technologies Corp(SPCX)$   is set to be officially added to the Nasdaq-100 Index before the U.S. market opens on July 7. Taking less than a month from its Nasdaq debut on June 12 to its inclusion in this core tech index, SpaceX has set a record as the fastest addition since the Nasdaq-100 was established. This rapid inclusion was made possible by the index rule adjustments implemented by Nasdaq on May 1 of this year. Under the new rules, mega-cap new listings with a market cap ranking in the top 40 of the index can apply for inclusion just 15 trading days after their debut, replacing the previous requirement of a min

I got Tiger Broker! First half is losing so much but I believe it will be back to the price it deserve! keep bag holding until that day come. Hopefully H2 [Bless]

I got 27 squares that match my H1 investing journey! pls come join this fun game @koolgal @melson @Aqa @rL @SR050321 @Universe宇宙

My prediction will be 1188.

AI Infrastructure Rally Broadens Beyond Chips: Where Are the Biggest Opportunities? After President Trump announced a peace agreement between the United States and Iran, market risk appetite rebounded sharply, triggering a broad rally across AI infrastructure stocks. Capital flowed back into the entire AI value chain—from memory and semiconductor equipment to power infrastructure and optical networking—as investors once again focused on the long-term AI capital expenditure (AI CapEx) theme. After today's powerful rally, is the AI trade just getting started? And more importantly, is it still a good time to buy? AI Infrastructure Sees Broad-Based Strength The AI ecosystem rallied across the board, with memory stocks leading the advance. $SanDisk Corp.(S

Could Micron Earnings Mark a Turning Point for Memory Stocks? $Micron Technology(MU)$  , the U.S. memory giant and the world's third-largest DRAM and fourth-largest NAND maker, will release its FY26Q3 earnings after the U.S. market close on June 24. Investors are focused on whether this report can mark a sentiment turning point in the memory cycle. Core Financial Indicators – Revenue: Consensus estimate of $35.43 billion, up 281% YoY and 48% QoQ, versus company guidance of $33.5 billion. – GAAP Gross Margin: Consensus estimate of 81.8%, up 44.1 ppts YoY and 7.4 ppts QoQ, versus company guidance of 81%. Non-GAAP Gross Margin: Consensus estimate of 81.8%, up 42.8 ppts YoY and 6.9 ppts QoQ, versus company guidance of